Senior Portfolio Strategist

5 days ago


Sydney, New South Wales, Australia Marsh & McLennan Companies Full time

Job Summary:

We are seeking a highly skilled Senior Manager, Performance and Attribution to join our team. As a key member of our Investment Services team, you will be responsible for developing and implementing performance measurement frameworks tailored to the Australian and New Zealand markets.

About the Role:

  • You will conduct in-depth attribution analysis to identify sources of portfolio returns and provide actionable insights to investment teams.
  • You will oversee the collection, validation, and analysis of performance data, ensuring compliance with local regulations.
  • You will prepare comprehensive performance reports for stakeholders, including senior management, clients, and regulatory bodies.
  • You will lead and mentor a team of analysts, fostering a culture of continuous improvement and professional development.

Key Qualifications:

  • Bachelor's degree in Finance, Economics, or a related field; advanced degree preferred.
  • Strong understanding of investment principles, financial markets, and performance measurement methodologies.
  • Proven track record in setting up performance analysis teams for multi-sector investment strategies.
  • Excellent communication and presentation skills to convey complex concepts effectively.
  • Minimum of 12-15 years of experience in investment performance analysis, with at least 5 years in people management.


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